Centerpoint Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Centerpoint Advisors’s Portfolio DVY Stock Details DVY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-170	Closed	-$24K	–	398
2025 Q4	$24K	Hold	170	–	–	0.01%	215
2025 Q3	$24K	Hold	170	–	–	0.01%	221
2025 Q2	$23K	Hold	170	–	–	0.01%	216
2025 Q1	$23K	Sell	170 -341	-67%	-$45.7K	0.01%	225
2024 Q4	$67K	Hold	511	–	–	0.02%	153
2024 Q3	$69K	Sell	511 -79	-13%	-$10.2K	0.02%	150
2024 Q2	$71K	Hold	590	–	–	0.03%	150
2024 Q1	$73K	Buy	590 +420	+247%	+$49.2K	0.03%	141
2023 Q4	$20K	Buy	+170	New	+$18.7K	0.01%	232

Other funds holding DVY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Centerpoint Advisors's DVY Position: Q1 2026 in Review

Centerpoint Advisors sold out of iShares Select Dividend ETF (DVY) in Q1 2026, closing a stake of 170 shares — an estimated $24K sold.

Centerpoint Advisors first reported a position in DVY in Q4 2023 and held it in 9 quarters. The position peaked at $73K in Q1 2024. 1,422 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

Centerpoint Advisors reported no remaining iShares Select Dividend ETF position as of Q1 2026 after selling out during the quarter.
Centerpoint Advisors sold 170 iShares Select Dividend ETF shares in Q1 2026, an estimated $24K.
Centerpoint Advisors first reported a position in iShares Select Dividend ETF in Q4 2023 and held it in 9 quarters.
Centerpoint Advisors's iShares Select Dividend ETF position peaked at $73K in Q1 2024.
1,422 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on Centerpoint Advisors's 13F filing for Q1 2026, filed 7 May 2026.